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Priyanka Patil

Priyanka Patil

Joined: 7/31/2025

  • Assign and Delete access privilege for managers on their reportess data in Manager Hierarchy setup

    Fri, 13 Mar 2026 09:22:32 GMT – Dynamics 365 Sales – New 

    I would like to raise a requirement regarding access control in Microsoft Dynamics 365 Sales related to manager hierarchy and security role configuration.

    Currently, we have the Manager Hierarchy enabled in the system. However, users are experiencing issues when attempting to assign or delete records that belong to their reportees. The affected users have security roles configured with User-level access depth only for the relevant entities.

    Due to this configuration, managers are unable to perform Assign and Delete actions on records owned by their direct reportees, even though the managerial relationship is defined in the hierarchy. This is causing operational challenges for teams that rely on managers to manage or reassign records within their reporting structure.

    We would like to explore the following as part of this requirement:

    1. this idea is to enable assign and delete records owned by their reportees while maintaining the current User-level access depth in the security role.
    2. Identify possible approaches (such as hierarchy security configuration, privilege adjustments, or alternative design) that allow managers to manage reportee records without granting broader Business Unit-level access.
    3. Ensure the solution aligns with existing governance and data security standards.


    Regards,